Preparing for the next step in life isn’t always easy.

I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will help you:

• Define your personal financial goals
• Develop a financial strategy that can help you achieve these goals
• Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
• Implement your strategy with products and services that help meet your needs.

My goal is to assist families and business owners building their financial freedom. I have the skills, knowledge and experience required to help meet my client's established goals. My personal goal is to become a lifetime resource for each and every client.

 

I am licensed to sell insurance in: UT, ID, FL, MD and SC and securities in:  AR, AZ, CA, CO, CT, DE, FL, GA, ID, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NJ, NM, NY, OH, OR, SC, SD, TX, UT, VA, WA, WI, WV and WY.  I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address:  2901 W Blue Grass Blvd, Suite 320, Lehi, UT 84043. Supervisory ph# 919-660-1717.

 

Education

University of Utah (2007-2010)

Hobbies

Travel With My Family, Golf, Mountain Biking, Disc Golf, Hiking